-70.5%
DOCU vs GEN
+32.4%
-102.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.0% | -1.4% |
| 7D | -3.2% | +8.5% | -11.7% | -7.9% |
| 30D | +15.7% | +34.2% | -18.5% | -4.3% |
| 3M | +37.3% | +10.0% | +27.3% | +27.3% |
| 6M | +63.1% | +56.8% | +6.4% | +20.9% |
| YTD | +15.4% | +14.2% | +1.1% | +4.2% |
| 1Y | +11.3% | +20.8% | -9.5% | -3.0% |
| 3Y | +92.1% | +84.1% | +8.0% | +25.8% |
| 5Y | -70.5% | +37.1% | -107.6% | -78.5% |
| All | -70.5% | +32.4% | -102.9% | -78.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling